Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 1,839 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
11,055
shares
|
$538,931
0.07% of portfolio
|
Q3 2024
Added 33.92%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
11,038
shares
|
$538,102
0.11% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
11,015
shares
|
$536,981
0.01% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
10,974
shares
|
$534,982
0.06% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
10,969
shares
|
$534,738
0.06% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
10,821
shares
|
$527,523
0.29% of portfolio
|
Q3 2024
Added 22.67%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
10,814
shares
|
$527,182
0.03% of portfolio
|
Q3 2024
Added 37.22%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
10,698
shares
|
$521,527
0.04% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
10,652
shares
|
$519,285
0.03% of portfolio
|
Q2 2024
Added 119.0%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,650
shares
|
$519,187
0.24% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
10,546
shares
|
$514,117
0.04% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
10,536
shares
|
$513,630
0.09% of portfolio
|
Q3 2024
Reduced 6.93%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
10,502
shares
|
$511,972
0.12% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
10,475
shares
|
$510,656
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
10,470
shares
|
$510,412
0.04% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
10,452
shares
|
$509,535
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
10,400
shares
|
$507,000
0.27% of portfolio
|
Q3 2024
Reduced 22.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
10,380
shares
|
$506,025
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
10,374
shares
|
$505,732
0.11% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
10,322
shares
|
$503,197
0.04% of portfolio
|
Q2 2023
Added 1.2%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
10,302
shares
|
$502,222
0.15% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
10,262
shares
|
$500,272
0.17% of portfolio
|
Q4 2023
Reduced 1.75%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
10,248
shares
|
$499,590
0.01% of portfolio
|
Q4 2022
Reduced 22.38%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
10,215
shares
|
$497,981
0.55% of portfolio
|
Q4 2023
Reduced 0.67%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
10,206
shares
|
$497,542
0.11% of portfolio
|
Q3 2024
Added 0.02%
|